Hanna Templin Email & Phone Number

San Diego, CA, US

Austin, Texas, United States

La Jolla, California, United States

• Database Management: Oversaw a bespoke Access Database derived from the University’s Oracle reporting, safeguarding records of 300+ financial commitments’ activity for both the VCHS and SOM Dean
• Financial Reporting: Spearheaded a project to automate P&L statement generation using Microsoft Access, enhancing efficiency for handling $160MM in gift and endowment cash flows
• Data Analysis & Strategy: Led a strategic financial data assessment across 20+ departments, identifying key… Show more
• Data Analysis & Strategy: Led a strategic financial data assessment across 20+ departments, identifying key patterns for strategic decision-making, enhancing forecast alignment Show less

San Diego, California, United States

• Consumer & Manufacturing Analyst for a leading investment banking firm specializing in M&A advisory for lower middle market companies with transactions valued between $20-75MM.
• Developed comprehensive financial materials, including 3-statement models, Confidential Information Memorandums (CIMs), pitch decks, and investor presentations, catering to lower middle market sell-side M&A.
• $15MM Government Cyber Security Contractor: Led 3-statement modeling… Show more Consumer & Manufacturing Analyst for a leading investment banking firm specializing in M&A advisory for lower middle market companies with.
• $15MM Government Cyber Security Contractor: Led 3-statement modeling, outreach to 150+ acquirers, and CIMdevelopment focusing on military and government regulations
• $20MM Screen-Printed T-Shirts: Assisted in end-to-end M&A processes, headed outreach to 50+ internationalprospects, and co-developed a comprehensive CIM
• $45MM Children's Apparel Brand: Managed 3-statement modeling, co-created CIM emphasizing financials and supply chain issues, and aided in cohort analysis for valuations

New York, New York, United States

• Cash Flow Model Specialist for the Bond Analytics Group, with a concentration on Asset-Backed Securities (ABS) and Mortgage Product Solutions (MPS).
• Model Development: Designed and implemented advanced cash flow models using Excel, VBA, Access, SQL, JavaScript, and HTML, aligning with Governing Documents
• Model Optimization: Built and refined existing cash flow models, rectifying engineers' discrepancies, assimilatingdocument updates, and employing Excel best practices
• … Show more Cash Flow Model Specialist for the Bond Analytics Group, with a concentration on Asset-Backed Securities (ABS) and Mortgage Product Solutions (MPS).
• Performance Metrics: Boasted a 93% approval rate for enhancements to live cash flow models Show less

Pottstown, Pennsylvania

• Internship was suspended in April and extended through June due to Covid-19
• Utilized Janney’s proprietary software to create demonstrations for clients to show account performance and projections
• Conducted product research, development, and administrations with regards to the Wealth Management Team
• Assisted in the due diligence process for Separate Managed Accounts, Mutual Funds, and Exchange Traded Products
• Aided the Wealth Planning Team in the data gathering and creation… Show more Internship was suspended in April and extended through June due to Covid-19
• Aided the Wealth Planning Team in the data gathering and creation stages to complete Retirement Income Evaluations

Reading, Pennsylvania

• Aided in creating, editing, and developing business plans to secure capital for start-up’s and newly formed businesses
• Created a model to demonstrate future projections based on the business owner’s assumptions of growth and sustainability
• Attended client meetings to discuss the business’s financial statements, business narratives, and capital acquisitions needs
• Reviewed future projections and assumptions made by the business owner with regards to their financials to ensure… Show more
• Reviewed future projections and assumptions made by the business owner with regards to their financials to ensure accuracy
• Utilized a historical projections model to demonstrate past financial statements based on the business's tax returns Show less

Harrisburg, Pennsylvania

• Analyzed bank statements in order to create formal material that analyzed the client's overall banking cost and demonstrated if savings were viable
• Prepared quarterly presentations in regards to economic updates to be presented to clients
• Analyzed costs of general banking, merchant card services, custody agreements, purchasing card services, and sweep account services
• Organized and prepared presentations for clients outlining the quantitative cost analyses of banking services… Show more
• Organized and prepared presentations for clients outlining the quantitative cost analyses of banking services and provided suggestions
• Prepared weekly economic updates regarding market moving events, target interest rate predictions, and the fixed income markets Show less

Wyomissing, Pennsylvania

• Utilized investment and financial planning specific technology to create Monte Carlo simulations to evaluate clients' financial plans and decisions
• Created financial plans to assess retirement and legacy goals of high net worth and ultra-high net worth clients
• Researched forecasts of healthcare inflation and Medicare costs to formulate assumptions for financial plans
• Analyzed the activity of 300 clients on the client interface of the company's financial planning website via… Show more
• Analyzed the activity of 300 clients on the client interface of the company's financial planning website via Excel
• Updated existing financial plans with new salaries, debt obligations, goals, and assumptions Show less

Kutztown, Pennsylvania

• Selected to work alongside the university's top 1% of Finance students to manage a 100% equity portfolio of $500,000
• Created pitchbooks based on positions regarding a buy, sell, or hold for Disney stock
• Completed discounted cash flow, comparable company analyses (P/BV and P/E), and PEG ratio valuations to support position of buy, sell, or hold for 12 different stocks
• Helped present to the Kutztown University Foundation Board and Investment Committee for the results over the… Show more
• Helped present to the Kutztown University Foundation Board and Investment Committee for the results over the semi-annual fiscal year
• Utilized Capital IQ to extract financial information for companies Show less

Exeter, Pennsylvania

• Analyzed creditworthiness while performing transactions to assess opportunities for product referrals of worthy members
• Detected fraudulent and suspicious transactions and activities in order to identify scams and detect elder financial abuse
• Adhered to company-wide and government regulations and rules by consistently training on new technologies

Master Of Science - Ms, Business Analytics, Gpa: 3.7/4.0

Relevant analytics coursework: Business Analytics in Marketing, Finance & Operations, Math and Programming for Business Analytics.

Bachelor Of Science In Business Administration - Bsba, Finance, Double-Minor: Spanish & Computer Science/Information Technology, Gpa: 4.0/4.0

Activities and Societies: Beta Gamma Sigma, National Society of Leadership and Success, Tau Sigma National Honor Society, Financial.